i also think companies will get a pass on the fourth quarter because the fourth quarter, we had an election, the fiscal cliff and i think -- >> don't forget hurricane sandy. >> yeah, so you can say, hey, orders were a little bit slow but we're starting to see them pick up and every investor will go, yeah, that sounds about right and i think they will give them a pass. low expectations and the pass for the quarter. i think it will be a good quarter. >> rob, let's talk technical. i love technical strategy. how do you charts look to you based on the commentary you just heard on the fundamental side of it? >> maria, it lines up fairly well. if you look at where the weekly indicators are, they tend to track the one to two-quarter shifts and they are still building positively. our view is as you get into the latter part of the first quarter, the market is probably setting up for a more serious correction as you get into q2. one of the things that we're looking at is this rotation that's going on in the market. i think that's really the critical point to be focused on for investors and for viewers